See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,284 | $124,425-66.8% | $112,040-63.2% | $137,256-69.9% |
| Participation rate | 81.0% | 79.3%+1.6pp | 76.5%+4.5pp | 80.0%+1.0pp |
| Annual return | 16.09% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,558 | $3,411-25.0% | $2,954-13.4% | $4,156-38.4% |
| Participant deferral / active EE | $2,954 | $5,718-48.3% | $5,098-42.0% | $6,407-53.9% |
| Admin fee / account holder | $926 | $15,207-93.9% | $12,098-92.3% | $12,270-92.5% |